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JE

James R. Escarre

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CRD#: 202227
JE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Robert Escarre III, who also goes by James R Escarre, Jim Escarre III, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1971. James had worked at 21 firms and has passed the Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James R Escarre | Jim Escarre Iii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 30, 1999 - June 23, 2000

VINING-SPARKS IBG, LLC

BD
CRD#: 27502
MEMPHIS, TN
Past

October 27, 1999 - December 1, 1999

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

August 26, 1991 - February 19, 1992

LLAMA COMPANY

BD
CRD#: 22440
Past

April 29, 1988 - July 31, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

February 23, 1988 - May 6, 1988

U.S. ASSOCIATES, INC.

BD
CRD#: 13511
Past

September 11, 1987 - February 10, 1988

WESTCAP SECURITIES, L.P.

BD
CRD#: 7301
Past

March 11, 1986 - July 7, 1987

T. J. RANEY & SONS, INC.

BD
CRD#: 3128
Past

October 7, 1985 - March 5, 1986

FIRST INVESTMENT SECURITIES, INC.

BD
CRD#: 13459
Past

July 5, 1985 - October 22, 1985

ROSS SECURITIES CORP.

BD
CRD#: 15090
Past

March 23, 1985 - July 11, 1985

UNITED CAPITAL CORPORATION

BD
CRD#: 8268
Past

February 11, 1985 - March 8, 1985

COLLINS SECURITIES CORPORATION

BD
CRD#: 14203
Past

October 22, 1982 - October 26, 1984

UNITED CAPITAL CORPORATION

BD
CRD#: 8268
Past

February 26, 1982 - August 10, 1982

MARSHALL AND MEYER BROKERAGE SERVICES, INC.

BD
CRD#: 7254
Past

January 15, 1981 - August 24, 1981

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

November 22, 1980 - February 15, 1981

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

May 11, 1979 - February 2, 1980

MARCUS, STOWELL & BEYE, INC.

BD
CRD#: 7038
Past

February 27, 1979 - November 15, 1981

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

December 8, 1978 - July 22, 1980

LOEB PARTNERS

BD
CRD#: 7534
Past

August 31, 1978 - December 24, 1978

UMIC, INC.

BD
CRD#: 5974
Past

March 6, 1978 - October 22, 1978

LOEB PARTNERS

BD
CRD#: 7534
Past

February 18, 1976 - March 2, 1978

MARCUS, STOWELL & BEYE, INC.

BD
CRD#: 7038
Past

February 14, 1975 - April 4, 1975

BD
CRD#: 1000005
Past

April 10, 1974 - November 30, 1974

HIBBARD & O'CONNOR SECURITIES, INC.

BD
CRD#: 6420
Past

May 9, 1973 - February 23, 1974

UMIC, INC.

BD
CRD#: 5974
Past

October 13, 1971 - April 27, 1973

SELLERS INVESTMENT COMPANY, INCORPORATED

BD
CRD#: 5964

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/9/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/24/1971
Registered Representative Examination

Current Firm


VI
VINING-SPARKS IBG, LLC
VINING SPARKS | VINING-SPARKS INVESTMENT BANKERS GROUP, L. P. | VINING-SPARKS IBG, LLC | VINING-SPARKS IBG, LIMITED PARTNERSHIP

CRD#: 27502 / SEC#: , 8-43150

BD
Terminated by SEC on 11/26/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/27/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STIFEL FINANCIAL CORP.SHAREHOLDER
COLEMAN, KAREN SUEPRINCIPAL FINANCIAL OFFICER1485120
GLADNEY, HAROLD LAMARCHIEF COMPLIANCE OFFICER AND PRINCIPAL OPERATIONS OFFICER1189322
MEDFORD, MARK ANTHONYPRESIDENT/CEO/CHAIRMAN5582726
SHEA, MARTIN FLANAGAN JR.EVP & GENERAL COUNSEL4697655

Disclosures


Regulatory Event8

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VINING-SPARKS IBG, LLC

CRD#: 27502

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